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Investment Q&A

Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.

Q: You had previously given the following criteria to judge momentum stocks: "For momentum we like a rising stock price with increasing volume, positive earnings surprises, accelerating earnings, analysts' upgrades and target prices. "

Would I be correct in assuming that in the current markets, we need to think more like value investors, however, than momentum investors? If my observation is correct how does one then analyze value stocks?

Appreciate your insight.

Paul F.
Read Answer Asked by Paul on April 02, 2020
Q: Good afternoon,
Looking to add US healthcare to my portfolio. I would appreciate your thoughts and ranking on the following US healthcare and service providers; MCK, BDX, SYK, UNH, HUM and MDT. I am open to other recommendations.
Thank you,
Patrick
Read Answer Asked by Patrick on December 09, 2019
Q: Hi,

I'm looking for 2 lo-volatility US healthcare picks for the next few years, can you choose one of these (CNC, WCG, UNH, AET, CVS, CI, ANTM,HCP) or any others you prefer?

Second question is there an area of healthcare you think I should stay away from for the next (probably volatile) year?
Read Answer Asked by Graeme on November 04, 2019
Q: Hello team,

In your answer to Peter, you listed the above companies for a healthcare watch list. Sorry to corner you by asking about your favorite and why?

CVS is cheap and has long-term promise, but I bet your choice will be between ANTM and HUM based on management. Will you endorse both for purchase in the near future? Why or why not?

Or will you prefer something completely outside this list?

Many thanks for your invaluable objectivity and guidance!
Read Answer Asked by Saeed on April 24, 2019
Q: I would like to start a watch list for US health care companies that have been hit this year but are good for the longer term.
Thank You, Peter
Read Answer Asked by Peter on April 22, 2019
Q: Hi 5i, please comment on my international div. group for global income or your own top 5 picks, thanks.
Read Answer Asked by Peter on March 15, 2019
Q: Hi 5i team,
Canadian financials account for 24% of our portfolio and 2% of this is in MFC in my TFSA account. I've held it for a number of years and I am up 50%. Presently, our total holdings are 60% Canada; 30% US and 10% International. I am thinking of selling MFC and replacing it with a US ETF or a fairly safe growth stock. I only have 1% in healthcare (split evenly between VHT and UNH in TFSA account) and am considering topping up based on MFC sale. Would appreciate your thoughts on this move. Thanks.
Read Answer Asked by Martha on February 22, 2019
Q: I have been watching BA, UNH, V and MSFT for well over a year, they have all been growing their stock price at an impressive rate for over 5 years or more, and now wonder whether they have finally come down to a point where one could look to buy them with a margin of safety?
Read Answer Asked by Mike on January 02, 2019
Q: UNH.us has been doing well. I am reluctant to trim but to avoid personal bias I ask:
Is valuation now too high? On price to Free cash flow, it looks expensive vs. history. s PEG is ~2 but ROE looks attractive at ~24%. Is such ROE sustainable given competitive forces at play ... I worry its moat is now not good as it was in the recent --- am I wrong?
Do you think UNH will GROW its dividend?
Is debt manageable?
Read Answer Asked by Adam on March 15, 2018
Q: Hello 5i.

I have some cash and would like to add another US stock to my portfolio, and looking for a recommendation.

I currently own Enbridge (US market), Microsoft, Morgan Stanley, UnitedHealth Group AT&T and McDonald's.

Based on what I own, can you recommend 3 or 4 stocks which you think would be good for my portfolio?

Income is not necessary, but not a problem if it has a dividend. I am looking to invest in a well managed company, with good balance sheet, and good growth potential.

Thank you for taking the time to answer my question.



Read Answer Asked by Marc on September 15, 2017
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